Our approach to due diligence results in a comprehensive review of financial, operational, market and industry positioning. Our goal is to provide a real understanding of the target business. We believe it is important to appreciate the strengths and weaknesses of a business both in the immediate future as well as in the long term.
Our Process
Our approach to due diligence services begins by understanding context and areas of greatest concern. We focus our due diligence research and analysis on the areas of greatest relevance, which results in a cost effective experience. Our due diligence process is designed to deliver the highest level of value possible.
Our process is to:
- Establish a strategic plan for the acquisition
- Identify the critical issues, key vendors, long-term relationships, desirable vendor payment terms, and long-term outlook
- Focus on key value drivers and agreed upon areas
- Translate findings into fair value and terms
- Create a post-transition business plan
- Establish financial reporting systems for the new entity
- Plan for tax effective structures, redefining the business entity to maximize tax benefits
We complete our engagements with a discussion of findings. While we do not provide an official opinion about whether an acquisition should occur, our due diligence services provide the information needed for an informed decision.